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How to connect Moxie and Bitrix24
Create a New Scenario to Connect Moxie and Bitrix24
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Bitrix24 will be your first step. To do this, click "Choose an app," find Moxie or Bitrix24, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Bitrix24 Node
Next, click the plus (+) icon on the Moxie node, select Bitrix24 from the list of available apps, and choose the action you need from the list of nodes within Bitrix24.
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Authenticate Bitrix24
Now, click the Bitrix24 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitrix24 settings. Authentication allows you to use Bitrix24 through Latenode.
Configure the Moxie and Bitrix24 Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Moxie and Bitrix24 Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Moxie, Bitrix24, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Moxie and Bitrix24 integration works as expected. Depending on your setup, data should flow between Moxie and Bitrix24 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Moxie and Bitrix24
Moxie + Bitrix24 + Slack: When a deal is created in Moxie, it triggers the creation of a deal in Bitrix24. The sales team receives a notification in a Slack channel about the new Bitrix24 deal.
Bitrix24 + Moxie + Google Sheets: When a new lead is created in Bitrix24, a corresponding contact is created in Moxie, and the details are logged in a Google Sheet.
Moxie and Bitrix24 integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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About Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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See how Latenode works
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FAQ Moxie and Bitrix24
How can I connect my Moxie account to Bitrix24 using Latenode?
To connect your Moxie account to Bitrix24 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Bitrix24 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Moxie chats to Bitrix24 as leads?
Yes, you can! Latenode allows this automation, instantly creating Bitrix24 leads from Moxie chats. Leverage AI steps to qualify leads before sync, ensuring higher conversion.
What types of tasks can I perform by integrating Moxie with Bitrix24?
Integrating Moxie with Bitrix24 allows you to perform various tasks, including:
- Automatically creating a new Bitrix24 task from a completed Moxie chat.
- Updating a Bitrix24 deal stage based on customer sentiment in Moxie.
- Adding Moxie chat transcripts to a Bitrix24 contact's activity feed.
- Triggering a Bitrix24 marketing campaign based on Moxie engagement metrics.
- Sending internal notifications in Bitrix24 for high-priority Moxie interactions.
What Moxie chat data can I access within Latenode workflows?
You can access message content, customer details, agent information, chat duration, and resolution status within Latenode's visual editor.
Are there any limitations to the Moxie and Bitrix24 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time synchronization depends on the API limits of both Moxie and Bitrix24.
- Complex data transformations might require custom JavaScript code.
- Historical Moxie data prior to integration setup might not be accessible.
